See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,115 | $75,183-5.4% | $123,892-42.6% | $55,167+28.9% |
| Participation rate | 74.1% | 72.8%+1.3pp | 81.4%-7.3pp | 69.0%+5.1pp |
| Annual return | 8.35% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,958 | $2,823-30.6% | $4,617-57.6% | $1,963-0.2% |
| Participant deferral / active EE | $6,765 | $5,084+33.0% | $5,984+13.0% | $3,054+121.5% |
| Admin fee / account holder | $43 | $663-93.5% | $8,357-99.5% | $504-91.4% |